Melissa Paddock
Melissa Paddock, CFP®
Owner, Paddock Financial Planning Financial Advisor, RJFS

A personalized approach to Financial Planning

Making decisions about your finances is hard. You spend hours researching to answer your biggest money and investing questions, but you may still feel unsure about what is best for you and your family. The result - losing confidence over the financial to-do list going undone and anxiety over wondering whether the investment decisions you’ve made were the right ones.

There’s a better way.

At Paddock Financial Planning, we help you manage your money by guiding you through our simplified financial planning process. We provide personalized advice for all your questions and support you through life’s many transitions. As your financial accountability partner, we will help make sure all the to-dos get checked off the list. The result - financial stability and well-being.

Let’s get your planning started!

Schedule an Appointment

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Services we offer

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Estate, Charitable Giving & Trust

One of life’s greatest rewards is sharing your wealth with others. Managing assets to take care of one’s own needs and wants is one thing, but it takes additional planning and knowledgeable guidance to help ensure your financial legacy makes an enduring difference in the lives of loved ones or a favorite charity.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Understanding the challenges women face and how to help.
Read More
Niches
Nurturing wealth so you can live a longer, better life.
Read More
Niches
A pragmatic approach to wealth management
Read More
Niches
Confidently manage your new assets with the guidance of our experienced team
Read More
Niches

News & resources

Review the latest Weekly Headings by CIO Larry Adam.
Read
Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Read
Economy & Policy
Beyond education savings, these plans can work for you - not just your kids.
Read
Family & Lifestyle
With persistent inflation and a resilient economy, the Fed's updated projections show two rate cuts next year.
Read
Markets & Investing
During the holidays, giving is often top of mind. Discover how to make it a lasting part of your future plans.
Read
Estate & Giving
Take action during an overwhelming time with this quick guide.
Read
Family & Lifestyle
Start the new year right by reviewing and revamping your financial plan.
Read
Retirement & Longevity
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Read
Markets & Investing
Maintaining a balance between net worth and income will need to be adapted throughout your lifetime – learning strategies to manage the two can help.
Read
Family & Lifestyle
What's on the market's wish list for 2025? Chief Investment Officer Larry Adam provides a festive perspective.
View
Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Read
Economy & Policy
Review the latest Weekly Headings by CIO Larry Adam.
Read
Markets & Investing
What you do makes a difference, and you have to decide what kind of difference you want to make.
Jane Goodall

An elevated advisory experience

We believe that financial advisory services should be shaped by the unique needs of each client we serve, from individuals to families to high-caliber institutions. Our personal approach and robust capabilities enable us to create customized investment strategies and deliver a quality standard of service with every investment strategy we present. 
Connect with us

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Paddock Financial Planning is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2024 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Raymond James Legal Disclosures (including Form CRS)   |   Privacy, Security & Account Protection   |   Terms of Use